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Citigroup: Maintains "Buy" rating for Geely Autos (00175) and raises Target Price to 23 HKD.
Based on the latest sales forecast, Citibank's profit predictions for Geely in the next two years are 13.01 billion and 15.8 billion yuan respectively.
Express News | DeepSeek announces open sourcing of five projects next week.
China Subsidies Likely to Boost Domestic Auto Retail Sales -- Market Talk
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.
The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".
① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.
Express News | Trump: Auto, Semiconductor and Pharmaceutical Tariff Rate Will Be Around 25% and He Will Have More to Share on the Topic on April 2
TWIMO (151403908) : would be nice to Iron Condor or Call and Put as the price oscillates… Buffett mentioned numerous times he couldn’t pick long term winners from so many car companies…..
bullrider_21 OP TWIMO (151403908) : Buffett still has a less than 5% stake in BYD. He pared down his stake due to geopolitical tensions. Charlie Munger is more tech savvy than him.